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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
John Morlock (CRD# 4317324) is an Investment Advisor Representative working at Advice And Planning Services in Hanover, NH and has over 20 years of experience in the finance industry.
Whitley Mott (CRD# 1050211) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 41 years of experience in the finance industry.
Jeffrey Nowell (CRD# 4395340) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 22 years of experience in the finance industry.
Lynn O'mealia (CRD# 6071826) is an Investment Advisor Representative working at Loudon Investment Management, LLC in West Lebanon, NH and has over 10 years of experience in the finance industry.
Kevin Obrien (CRD# 815716) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Littleton, NH and has over 31 years of experience in the finance industry.
Oliver Orzal (CRD# 3217093) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.
David Otto (CRD# 4364736) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry. David Otto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gary Packnick (CRD# 2090047) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lebanon, NH and has over 33 years of experience in the finance industry.
Joseph Palatucci (CRD# 2881564) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 26 years of experience in the finance industry.
Denise Palmer (CRD# 2812510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barre, VT and has over 27 years of experience in the finance industry.